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Disclosery

JAVA J P MORGAN EXCHANGE TRADED F

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ACTIVE VALUE ETF (fund)

191 managers (192 13F filers) reported a position in JAVA shares at 2024-12-31, 32,683,010 shares in all. 25 filers opened a position and 2 filers sold out during the quarter.

Managers
191
13F filers
192
New
25
Added
100
Reduced
28
Sold out
2
Shares held by filers
32,683,010

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,231,275$648M0.05%+8,850,80913F-HRTimelineGroup
LPL Financial LLC2,831,430$179M0.07%+236,74213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,432,236$90.7M0.02%+36913F-HRTimelineGroup
Janney Montgomery Scott LLC1,426,359$90.3M0.25%+246,79413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,289,877$81.6M0.01%+219,90113F-HR/ATimelineGroup
Cetera Investment Advisers973,029$61.6M0.13%+63,52313F-HRTimeline
Avior Wealth Management, LLC960,089$60.8M2.22%-6,03913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC760,356$48.1M0.07%+133,67113F-HRTimeline
STEPH & CO731,502$46.3M15.63%+52,32913F-HRTimeline
UBS Group AGin group UBS Group AG631,894$40M0.01%+18,44213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.559,905$35.4M1.22%+106,20013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC520,388$32.9M0.01%13F-HR/ATimelineGroup
Intellus Advisors LLC441,984$28M4.84%13F-HRTimeline
WNY Asset Management, LLC438,396$27.8M3.44%+15,06413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC399,586$25.3M0.14%+57,74113F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.393,718$24.9M0.09%+138,90713F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC382,413$24.2M1.02%+56,09013F-HR/ATimeline
FSM Wealth Advisors, LLC358,265$23.4M5.72%+27,66813F-HRTimeline
WCG Wealth Advisors LLC351,056$22.2M1.47%+225,29013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth323,780$20.5M0.05%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.320,040$20.3M0.05%+39,66713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA317,388$20.1M<0.01%+92,79313F-HRTimelineGroup
Convergence Financial, LLC307,397$19.5M3.88%+18,14513F-HRTimeline
Arlington Financial Advisors, LLC263,203$16.7M3.31%+2,88013F-HRTimeline
Sanctuary Advisors, LLC244,664$16.3M0.1%+18,80013F-HRTimeline
Triangle Securities Wealth Management234,725$14.9M3.81%+7,25413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC210,497$13.3M<0.01%+66,35013F-HRTimelineGroup
Crumly & Associates Inc.208,829$13.2M3.6%+33,58413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/195,018$12.3M<0.01%+185,59313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP184,815$11.7M0.01%+98,25513F-HRTimelineGroup
Tyler-Stone Wealth Management183,420$11.6M2.07%+24,22713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP177,615$11.2M0.01%+8,55213F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC167,826$10.6M5.23%+4,12213F-HRTimeline
Americana Partners, LLC158,119$10M0.41%-60413F-HRTimeline
ARQ WEALTH ADVISORS, LLC150,663$9.54M3.63%-83413F-HRTimeline
UNIONVIEW, LLC134,443$8.52M6.25%+3,34313F-HRTimeline
MN Wealth Advisors, LLC133,331$8.44M4.75%+16,97113F-HRTimeline
CWM, LLCin group CWM, LLC124,166$7.86M0.03%+4,67813F-HRTimelineGroup
Private Advisor Group, LLC121,336$7.68M0.04%+73,92513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…116,510$7.38M2.08%-123,29313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.109,405$6.93M0.07%+14,20313F-HRTimelineGroup
Integrated Wealth Concepts LLC101,850$6.45M0.07%+23113F-HRTimeline
Commonwealth Financial Services, LLC101,201$6.41M1.26%+7,23213F-HRTimeline
SFI Advisors, LLC94,992$6.01M4.22%-36013F-HRTimeline
BCGM Wealth Management, LLC94,821$6M1.9%+7,54713F-HRTimeline
SIMA Wealth Partners, LLC92,418$5.85M4.97%-16,32613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC92,112$5.83M0.12%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…88,171$5.58M<0.01%+26,03013F-HRTimelineGroup
ORRSTOWN FINANCIAL SERVICES INC86,503$5.48M1.47%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS85,093$5.39M0.02%-4,16213F-HRTimeline
GGM Financial LLC83,983$5.32M5.66%+4,23013F-HRTimeline
Gemmer Asset Management LLC78,742$4.98M0.49%-3,08013F-HRTimeline
Mutual Advisors, LLC74,015$4.83M0.14%+1,12113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN74,903$4.74M<0.01%+51,94813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC74,348$4.71M0.02%-2,49413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…69,034$4.37M0.01%+45,81113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,346$4.2M0.01%new13F-HRTimelineGroup
Denver PWM, LLC65,747$4.16M1.61%+25,35613F-HRTimeline
Resolute Wealth Strategies, LLC62,365$3.95M2.03%+70213F-HRTimeline
HARBOUR INVESTMENTS, INC.61,365$3.88M0.11%+24,88713F-HRTimeline
5T Wealth, LLC54,547$3.45M1.89%13F-HRTimeline
HighTower Advisors, LLC54,024$3.42M<0.01%+1,05213F-HRTimeline
Perigon Wealth Management, LLC51,182$3.34M0.08%+12,11513F-HRTimeline
STRATEGIC PLANNING GROUP, LLC51,701$3.27M0.6%-144,88513F-HRTimeline
Alliance Wealth Advisors, LLC47,118$2.98M1.71%+2,75213F-HRTimeline
FAGAN ASSOCIATES, INC.46,461$2.94M0.47%+31,40113F-HRTimeline
Blue Oak Capital, LLC44,843$2.84M1.72%13F-HRTimeline
CMH Wealth Management LLC44,218$2.8M0.64%-4,67013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC42,831$2.71M0.08%+4,58213F-HRTimelineGroup
First Heartland Consultants, Inc.39,913$2.53M0.26%new13F-HRTimeline
DAVENPORT & Co LLC37,081$2.35M0.01%+16,44813F-HRTimeline
SYNOVUS FINANCIAL CORP34,530$2.19M0.03%-35,81813F-HRTimeline
MassMutual Private Wealth & Trust, FSB33,768$2.14M0.06%+2,98013F-HRTimeline
D.A. DAVIDSON & CO.32,992$2.09M0.02%+3,56713F-HRTimeline
Visionary Wealth Advisors32,836$2.08M0.12%-28,27213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,506$2.06M<0.01%-922,58913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,559$1.81M<0.01%+1,96113F-HR/ATimeline
Priebe Wealth Holdings LLC27,813$1.76M1.19%+8,05013F-HRTimeline
Arkadios Wealth Advisors27,638$1.75M0.1%-6,72513F-HRTimeline
Atria Investments, Inc27,505$1.74M0.02%new13F-HRTimeline
Weil Company, Inc.27,415$1.74M0.6%+12,41013F-HRTimeline
COUNTRY CLUB BANK27,451$1.73M0.12%+7,83113F-HRTimeline
Mascagni Wealth Management, Inc.27,068$1.72M1.71%13F-HR/ATimeline
Kingsview Wealth Management, LLC25,941$1.64M0.03%+20,31213F-HRTimeline
3Chopt Investment Partners, LLC24,841$1.57M0.54%+2,60313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,577$1.49M0.02%-22513F-HRTimelineGroup
Cambridge Investment Research Advisors,…22,287$1.41M<0.01%-9,21013F-HRTimeline
Atria Wealth Solutions, Inc.22,017$1.39M0.02%+3,99513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,664$1.18M0.06%new13F-HR/ATimelineGroup
GILL CAPITAL PARTNERS, LLC18,615$1.18M0.42%new13F-HRTimeline
Sugar Maple Asset Management, LLC18,389$1.16M0.89%+2,93313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,247$1.15M0.11%-52513F-HRTimeline
Wayfinding Financial, LLC17,379$1.1M0.59%+2,31613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC16,798$1.06M0.17%+3,68613F-HRTimeline
Beaumont Financial Advisors, LLC16,765$1.06M0.08%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,248$1.03M0.01%-3,73313F-HRTimeline
Litman Gregory Wealth Management LLC15,856$1M0.09%+2,21113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,678$929K0.07%+64813F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC14,614$925K0.66%13F-HRTimeline
NewEdge Advisors, LLC14,439$914K0.01%013F-HRTimeline
Kuhn & Co Investment Counsel14,314$906K0.77%+75513F-HRTimeline
Northwest Capital Management Inc14,118$894K0.38%013F-HRTimeline
Heritage Wealth Management, Inc.13,233$838K0.28%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC13,028$825K0.48%+1,26313F-HRTimeline
Good Life Advisors, LLC11,342$718K0.05%+4,84613F-HRTimeline
Gladstone Institutional Advisory LLC11,176$707K0.03%+7,35813F-HRTimeline
Krilogy Financial LLC10,702$677K0.05%-10813F-HRTimeline
IFP Advisors, Inc10,396$658K0.02%+58013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,313$653K0.02%+4,93913F-HRTimeline
Clearstead Advisors, LLC10,074$638K0.01%+10,05413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…10,000$633K0.27%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,661$612KnewTimeline
OneDigital Investment Advisors LLC9,329$591K0.01%+3613F-HRTimeline
Clear Point Advisors Inc.9,153$579K0.5%-59113F-HRTimeline
LRI Investments, LLC9,000$570K0.05%new13F-HRTimeline
GeoWealth Management, LLC8,952$567K0.02%-31013F-HRTimeline
Triad Wealth Partners, LLC8,466$536K0.19%new13F-HRTimeline
Greenwich Wealth Management LLC8,408$532K0.04%new13F-HRTimeline
Obermeyer Wealth Partners8,372$530K0.03%013F-HRTimeline
GPS Wealth Strategies Group, LLC8,308$526K0.07%+3313F-HRTimeline
Farther Finance Advisors, LLC8,230$521K0.02%-1,52213F-HRTimeline
M.E. ALLISON & CO., INC.8,141$515K0.57%13F-HRTimeline
Financial Connections Group, Inc.8,075$511K0.25%-1613F-HRTimeline
NVWM, LLC8,003$507K0.13%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC8,002$507K0.19%013F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,763$491K0.03%+1,44213F-HRTimeline
MONECO ADVISORS, LLC7,600$481K0.05%+1,72213F-HR/ATimeline
Advisory Services Network, LLC7,548$478K0.01%new13F-HRTimeline
Private Wealth Partners, LLC7,500$475K0.04%new13F-HRTimeline
Gateway Wealth Partners, LLC7,466$473K0.12%+1,89513F-HRTimeline
Worth Financial Advisory Group, LLC7,352$465K0.29%+66013F-HRTimeline
Riggs Capital Management LLC7,099$449K0.44%13F-HRTimeline
NWAM LLC6,896$437K0.03%+84213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC6,664$422K0.21%+46613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,513$412K0.01%-2813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…6,260$396K0.01%+5513F-HRTimelineGroup
HMV Wealth Advisors, LLC6,209$393K0.39%13F-HRTimeline
COMERICA BANK5,864$371K<0.01%+2013F-HR/ATimeline
AdvisorNet Financial, Inc5,670$359K0.03%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,083$322K0.01%+37913F-HRTimeline
Eaton Financial Holdings Company, LLC4,820$305K0.12%013F-HRTimeline
Ignite Planners, LLC4,768$305K0.07%+45713F-HRTimeline
SeaCrest Wealth Management, LLC4,798$304K0.03%+1,18313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,788$303K0.01%+1,46313F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC4,572$289K0.12%new13F-HRTimeline
IHT Wealth Management, LLC4,403$279K0.01%-11,41213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,141$262K0.02%+2,14513F-HRTimeline
Westside Investment Management, Inc.4,005$254K0.05%013F-HRTimeline
Strategic Financial Concepts, LLC3,899$247K0.05%new13F-HR/ATimeline
Cordgrass Capital Advisors, LLC3,762$238K0.07%new13F-HRTimeline
Capital Advisors Wealth Management, LLC3,522$223K0.04%+1413F-HRTimeline
SMITH, MOORE & CO.3,449$218K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA3,315$210K0.02%+35013F-HRTimeline
Aveo Capital Partners, LLC3,248$206K0.02%-3,48313F-HRTimeline
CRA Financial Services, LLC3,230$204K0.04%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,195$202K0.01%+1213F-HRTimelineGroup
LANDAAS & CO /WI /ADV3,168$201K0.06%013F-HRTimeline
AE Wealth Management LLC2,808$178K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,595$164K0.01%+15313F-HRTimeline
Steward Partners Investment Advisory, L…2,092$132K<0.01%+51513F-HRTimeline
Parallel Advisors, LLC1,840$116K<0.01%013F-HRTimeline
WR Wealth Planners, LLC1,822$115K0.04%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,717$109K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,350$85.5K0.01%013F-HRTimeline
LGT Financial Advisors LLC1,259$79.7K0.18%+10813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC976$61.8K<0.01%+93713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…839$53.1K<0.01%+81213F-HRTimelineGroup
Aptus Capital Advisors, LLC636$40.3K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC610$38.6K0.04%13F-HRTimeline
Rosenberg Matthew Hamilton575$36.4K0.01%-13213F-HRTimeline
Pinnacle Bancorp, Inc.483$30.6K0.01%+11513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…400$25.3K<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC400$25.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC375$23.7K<0.01%+10013F-HRTimelineGroup
AMERIFLEX GROUP, INC.313$20.7K0.01%13F-HRTimeline
Global Retirement Partners, LLC313$19.8K<0.01%+29813F-HRTimeline
Householder Group Estate & Retirement S…300$18K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/237$15K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management216$13.7K<0.01%+113F-HRTimelineGroup
PSI Advisors, LLC208$13.1K<0.01%+113F-HRTimeline
Synergy Investment Management, LLC187$11.8K0.01%13F-HRTimeline
WealthShield Partners, LLC159$10.1K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC146$9.24K0.01%13F-HRTimeline
SIGNATUREFD, LLC140$8.86K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC100$6.33K<0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…94$5.97K0.01%13F-HRTimeline
Sound Income Strategies, LLC63$3.99K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.39$2.47K<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC21$1.33K<0.01%013F-HRTimeline
EPG Wealth Management LLC19$1.2K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.